Doyle Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.96M | Buy |
79,704
+628
| +0.8% | +$54.8K | 0.6% | 55 |
|
|
2022
Q2 | $6.77M | Sell |
79,076
-643
| -0.8% | -$55.1K | 0.55% | 60 |
|
|
2022
Q1 | $6.58M | Sell |
79,719
-111
| -0.1% | -$9.17K | 0.47% | 60 |
|
|
2021
Q4 | $4.89M | Sell |
79,830
-725
| -0.9% | -$44.4K | 0.35% | 63 |
|
|
2021
Q3 | $4.74M | Buy |
80,555
+1,411
| +2% | +$83K | 0.38% | 63 |
|
|
2021
Q2 | $4.99M | Sell |
79,144
-545
| -0.7% | -$34.4K | 0.41% | 62 |
|
|
2021
Q1 | $4.45M | Sell |
79,689
-4,137
| -5% | -$231K | 0.43% | 60 |
|
|
2020
Q4 | $3.46M | Sell |
83,826
-28,350
| -25% | -$1.17M | 0.35% | 59 |
|
|
2020
Q3 | $3.85M | Sell |
112,176
-113,045
| -50% | -$3.88M | 0.45% | 56 |
|
|
2020
Q2 | $10.1M | Sell |
225,221
-50,300
| -18% | -$2.25M | 1.33% | 36 |
|
|
2020
Q1 | $10.5M | Sell |
275,521
-40,605
| -13% | -$1.54M | 1.66% | 30 |
|
|
2019
Q4 | $22.1M | Buy |
316,126
+2,100
| +0.7% | +$147K | 2.76% | 5 |
|
|
2019
Q3 | $22.2M | Sell |
314,026
-430
| -0.1% | -$30.4K | 3.06% | 3 |
|
|
2019
Q2 | $24.1M | Sell |
314,456
-641
| -0.2% | -$49.1K | 3.33% | 2 |
|
|
2019
Q1 | $24.1M | Buy |
315,097
+7,491
| +2% | +$574K | 3.51% | 2 |
|
|
2018
Q4 | $21M | Sell |
307,606
-10,201
| -3% | -$696K | 3.54% | 2 |
|
|
2018
Q3 | $27M | Buy |
317,807
+7,066
| +2% | +$601K | 4.2% | 1 |
|
|
2018
Q2 | $25.7M | Buy |
310,741
+71,182
| +30% | +$5.89M | 4.24% | 1 |
|
|
2018
Q1 | $17.9M | Sell |
239,559
-27,336
| -10% | -$2.04M | 3.01% | 5 |
|
|
2017
Q4 | $22.3M | Buy |
266,895
+1,219
| +0.5% | +$102K | 3.77% | 3 |
|
|
2017
Q3 | $21.8M | Buy |
265,676
+6,354
| +2% | +$521K | 3.81% | 3 |
|
|
2017
Q2 | $20.9M | Buy |
259,322
+6,921
| +3% | +$559K | 3.88% | 3 |
|
|
2017
Q1 | $20.7M | Buy |
+252,401
| New | +$20.7M | 4.22% | 3 |
|